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As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.

Detroit-based White Glove, a tech-enabled marketing company that specializes in client acquisition and engagement for financial advisors,launched a simplified, all-inclusive pricing structure. The company focuses...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Stacy Havener. In 2010, Stacy Havener founded Havener Capital Partners, an...

There is no time like the beginning of a New Year to take the plunge into creating a social media presence for your firm. A 2022 study by Smart Asset revealed that marketing is a top priority for FAs in 2023.

Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jeff Bernier.   Jeff has been providing personalized financial advice to individuals and...

A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.

By Michael Nessim and Val Peters Rayevskiy Financial advisors will always consider changing firms to better their situations – even during the worst market conditions....

By Chris Robbins This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape. Morningstar is...

By Christopher Hamman Last week, FTX founder SBF was arrested by the authorities in the Bahamas.  "FUD" continued to spread throughout the cryptospace, with...